Financial Planner

Allworth Financial(1 month ago)

Lawrence, KSOnsiteFull TimeMedior$95,000 - $110,000Wealth Planning

About this role

The Financial Planner is a mid-level, in-office role on the Wealth Planning team that supports delivery of comprehensive financial planning and client materials. The position focuses on ensuring accuracy, consistency, and timeliness of planning documents while working with advisors and integrated service partners. This role offers growth opportunities within a high-growth, private-equity-backed RIA and contributes to an excellent client and employee experience.

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Required Skills

Data Entry
Financial Software
Plan Preparation
Client Coordination
Client Presentations
CRM
Microsoft Office
Organization
Communication
Multitasking

+1 more

Qualifications

Bachelor's Degree in Finance, Financial Planning, Economics or Related Field
CFP® (Preferred)

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.

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